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Connecting Zoom to coordinate on incidents

Pete Hamilton avatar
Written by Pete Hamilton
Updated over a week ago

Having responders create a Zoom meeting whenever they start an incident is best practice, but it's also easily forgotten and not very scalable...

We can take on that work for you! We'll automatically generate and surface an individual call URL when an incident is declared, so you have a dedicated 'war room' for every incident.

πŸ›  Installation

You can add Zoom to and configure auto create in just a few clicks.

1️⃣ Go to Settings β†’ Integrations

2️⃣ Click 'Install' on the Zoom Integration

3️⃣ Log In Using a Blanket Account

Clicking 'Install' will take you to the Zoom Marketplace, where you'll be asked to sign-in and install the app by accepting the permissions*.

ℹ️ Make sure to create/sign-in with a blanket organisation account!

After authorising the app, you'll be redirected back to the integrations page where Zoom should show as connected.

4️⃣ Enable auto create

With Zoom installed, you can now configure it to automatically create video calls for your incidents.

5️⃣ All set! πŸŽ‰

πŸ“ž Automatically creating call links

With this configuration applied, will create a Zoom meeting whenever an incident is declared.

  • The meeting link will be set to the incident's Call URL, display in the dashboard and anywhere the incident is mentioned.

  • We'll also message about the Zoom meeting in the incident channel, with an easy "Join Call" button.

If you need a leg up with this, get in touch! πŸ‘‹

πŸ”‘ Note on permissions

Installing Zoom will authorise to:

  • View and manage meetings: so we can create meetings in this users name

  • View and manage recordings: so we can automatically record these meetings (should it be requested)

  • View user information: to help us identify the Zoom user and link them to their Slack identity for debugging of the integration

  • View user settings: to read password requirement settings

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